Knowledge Hub

Salesforce Resources

Access our comprehensive library of guides, webinars, accelerators, and tools to maximize your Salesforce investment.

Guides & Checklists

Practical resources to guide your Salesforce journey

Ultimate Salesforce Implementation Checklist

Comprehensive 50-point checklist covering every phase from planning to go-live. Ensure nothing falls through the cracks.

PDF • 12 pages 5 min read
Download

Salesforce ROI Calculator Guide

Calculate expected business value, efficiency gains, and payback period for your Salesforce investment.

Excel Template 10 min setup
Download

Data Migration Best Practices

Step-by-step guide to planning and executing successful data migrations with minimal risk and downtime.

PDF • 18 pages 8 min read
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User Adoption Playbook

Proven strategies to drive user adoption and ensure your Salesforce investment delivers maximum value.

PDF • 15 pages 6 min read
Download

Salesforce Security & Compliance Framework

Comprehensive guide to implementing security best practices and maintaining compliance (GDPR, HIPAA, SOC 2).

PDF • 22 pages 10 min read
Download

Webinars & Events

Learn from our experts and industry leaders

Upcoming Live Webinars

Live

Salesforce CPQ Masterclass

Learn advanced quoting strategies and product configuration best practices.

Jan 15, 2025 2:00 PM EST 60 min
Register Now
Live

Experience Cloud Portal Design Workshop

Create engaging customer and partner portals with modern UX principles.

Jan 22, 2025 1:00 PM EST 90 min
Register Now

On-Demand Webinars

Salesforce Data Architecture Deep Dive

Master object relationships, sharing rules, and performance optimization.

45 min Watch Now →

Einstein AI for Sales Teams

Leverage AI-powered insights to improve forecasting and win rates.

50 min Watch Now →

Integration Patterns & Best Practices

Design scalable integrations with APIs, middleware, and event-driven architecture.

60 min Watch Now →

Change Management for Salesforce

Drive adoption with proven change management and training strategies.

40 min Watch Now →

Salesforce Security Health Check

Audit and optimize your security settings, permissions, and compliance.

35 min Watch Now →

Multi-Cloud Strategy Workshop

Plan and execute successful multi-cloud implementations across Sales, Service, and Marketing.

55 min Watch Now →

Accelerators & Tools

Pre-built solutions to fast-track your Salesforce projects

Retail Accelerator

Pre-configured Commerce Cloud + Service Cloud for omnichannel retail.

  • Customer 360 profile
  • Loyalty program template
  • Order management flows
  • Store operations dashboard
Learn More

Manufacturing Accelerator

CPQ + Partner Portal for B2B manufacturing sales excellence.

  • Product configurator
  • Partner deal registration
  • Sales forecasting tools
  • Quote approval workflows
Learn More

Analytics Dashboard Pack

20+ pre-built dashboards for sales, service, and leadership teams.

  • Sales pipeline & forecast
  • Service SLA & CSAT metrics
  • Executive KPI summary
  • Custom report builder
Learn More

Data Migration Toolkit

Scripts and templates for seamless data migration from legacy systems.

  • Data mapping templates
  • Validation scripts
  • Rollback procedures
  • ETL best practices
Learn More

Testing Automation Suite

Automated test scripts for regression testing and release validation.

  • UI test automation
  • API test scripts
  • Performance testing
  • CI/CD integration
Learn More

Mobile App Components

Lightning Web Components optimized for mobile field service teams.

  • Offline data sync
  • GPS & geolocation
  • Digital signature capture
  • Photo & document upload
Learn More

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